Van Hulzen Asset Management’s Badger Meter BMI Stock Holding History

Van Hulzen Asset Management’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$716K	Sell	4,825 -900	-16%	-$118K	0.05%	215
2026 Q1	$872K	Buy	5,725 +3,251	+131%	+$510K	0.06%	184
2025 Q4	$432K	Sell	2,474 -255	-9%	-$45.9K	0.03%	236
2025 Q3	$487K	Sell	2,729 -86	-3%	-$16.9K	0.04%	225
2025 Q2	$690K	Sell	2,815 -361	-11%	-$81.8K	0.06%	187
2025 Q1	$604K	Sell	3,176 -190	-6%	-$39.6K	0.06%	193
2024 Q4	$714K	Buy	+3,366	New	+$733K	0.05%	194

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Van Hulzen Asset Management's BMI Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Badger Meter (BMI) stake by 16% in Q2 2026, selling an estimated $118K and leaving 4,825 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #215.

Van Hulzen Asset Management first reported a position in BMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q1 2026. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Van Hulzen Asset Management held 4,825 shares of Badger Meter worth $716K as of Q2 2026.
Van Hulzen Asset Management sold 900 Badger Meter shares in Q2 2026, an estimated $118K.
Badger Meter made up 0.05% of Van Hulzen Asset Management's portfolio in Q2 2026, its #215 holding.
Van Hulzen Asset Management first reported a position in Badger Meter in Q4 2024 and has held it in 7 quarters since.
Van Hulzen Asset Management's Badger Meter position peaked at $872K in Q1 2026.
479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.